Tiemann Investment Advisors’s WEC Energy WEC Stock Holding History

Tiemann Investment Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,628	Closed	-$250K	–	186
2019 Q3	$250K	Sell	2,628 -248	-9%	-$22.3K	0.18%	147
2019 Q2	$240K	Buy	2,876 +3	+0.1%	+$241	0.17%	156
2019 Q1	$227K	Buy	+2,873	New	+$213K	0.17%	156
2017 Q1	–	Sell	-3,748	Closed	-$220K	–	166
2016 Q4	$220K	Sell	3,748 -797	-18%	-$45.7K	0.22%	136
2016 Q3	$272K	Buy	4,545 +2	+0%	+$125	0.25%	123
2016 Q2	$297K	Buy	4,543 +3	+0.1%	+$180	0.28%	116
2016 Q1	$273K	Sell	4,540 -397	-8%	-$22.2K	0.27%	114
2015 Q4	$253K	Buy	4,937 +53	+1%	+$2.71K	0.26%	126
2015 Q3	$255K	Sell	4,884 -349	-7%	-$17K	0.28%	125
2015 Q2	$235K	Buy	5,233 +256	+5%	+$12.3K	0.24%	132
2015 Q1	$246K	Buy	4,977 +903	+22%	+$47.2K	0.26%	129
2014 Q4	$215K	Buy	+4,074	New	+$200K	0.23%	131

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiemann Investment Advisors's WEC Position: Q4 2019 in Review

Tiemann Investment Advisors sold out of WEC Energy (WEC) in Q4 2019, closing a stake of 2,628 shares — an estimated $250K sold.

Tiemann Investment Advisors first reported a position in WEC in Q4 2014 and held it in 12 quarters. The position peaked at $297K in Q2 2016. 923 funds tracked by Wall St. Rank hold WEC as of Q4 2019.

Tiemann Investment Advisors reported no remaining WEC Energy position as of Q4 2019 after selling out during the quarter.
Tiemann Investment Advisors sold 2,628 WEC Energy shares in Q4 2019, an estimated $250K.
Tiemann Investment Advisors first reported a position in WEC Energy in Q4 2014 and held it in 12 quarters.
Tiemann Investment Advisors's WEC Energy position peaked at $297K in Q2 2016.
923 funds tracked by Wall St. Rank held WEC Energy as of Q4 2019.

Based on Tiemann Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.